New Shopify Order Placed
Automatically capture leads and customers from Shopify to your Pipeline.
This automation will:
Create new payment records
Add new customers to the Pipeline
Add new payments to existing customers in the Pipeline
NOTE: Make sure the Shopify Customer ID is set to "Is exactly". In the video it shows it as "contains".
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Installation
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Want done-for-you Installation?
Before we can build your system, we need to make sure everything is connected. This short call is a platform access check. We'll go through each tool required for your setup and confirm that everything is properly linked to the automation platform so we can hit the ground running.
On this call, we'll verify access and connection for:
Notion – Your system's central hub
Stripe – Payment processing and billing automation
Google – Gmail, Google Drive, and Google Calendar
You'll leave the call confident and equipped to work within the platforms on your own. This is a teaching and training session—you'll learn how to use the underlying tools that power our systems with personalized instruction.
Choose this if: You want one-on-one training to master the platforms our systems are built on.
Maciej Choromanski
"Everything’s perfect. I’ve been using the system every day. Really like the new client portals with forms. It's super helpful. I onboarded 2 new clients and it was very easy for them! 🙏"
